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Handbook for Ranking Exotic Plants
for Management and Control

Ronald D. Hiebert

National Park Service
Midwest Regional Office
1709 Jackson Street
Omaha, NE 68102

and

James Stubbendieck

Department of Agronomy
University of Nebraska
Lincoln, NE 68583

 

Natural Resources Report NPS/NRMWRO/NRR-93/08

July 1993
U. S. Department of the Interior
National Park Service
Natural Resources Publication Office
Denver, Colorado


The National Park Service disseminates reports on high priority, current resources management information, with managerial application for managers, through the Natural Resources Report Series. Technologies and resource management methods, "how to" resource management papers, proceedings on resource management workshops or conferences, natural resources program recommendations, and descriptions and resource action plans are also disseminated through this series. Documents in this series usually contain information of a preliminary nature and are prepared primarily for internal use within the National Park Service. This information is not intended for use in the open literature.

Mention of trade names or commercial products does not constitute endorsement or recommendation for use by the National Park Service.


Contents


Figures

Tables


Introduction

Exotic, alien, introduced, nonindigenous, and nonnative are all synonyms for species that humans intentionally or unintentionally introduced into an area outside of a species' natural range. The National Park Service (NPS) defines exotic species as those occurring in a given place as a result of direct or indirect, deliberate, or accidental actions of humans. Thus, species native to the North American continent if outside their normal range due to the actions of humans are considered exotics by the National Park Service. The reader is directed to the Natural Resources Management Guideline (U.S. Department of the Interior, National Park Service 1991, NPS-77) to further clarify the definition.

Most exotic plant species cause minor effects on natural ecosystems. For example, Great Smoky Mountains National Park has approximately 1,500 vascular plant species, 400 of which are exotics--10 species are considered to be threatening to park resources. Of the 1,400 vascular plants at Indiana Dunes National Lakeshore, 300 are exotics, 14 of which are considered to be major threats. However, some exotic species can be extremely disruptive, such as disrupting the accurate presentation of a historic scene, damaging historic or archeological resources, interfering with natural processes, and threatening the survival of naturally evolved plant assemblages and individual native species.

Exotic species are often major roadblocks to managing natural resources in parks and other natural areas. Managing exotic plants is an extremely expensive, labor-intensive, and almost always a long-term proposition. Managers must not only be concerned with the level of impact that an exotic can cause but must also consider the impact of removing the species. Removal can often disturb areas that are easily colonized by the same or other exotic species (Westman 1990). The intensity and longevity of a control program are also important factors to consider in managing exotic plants. Therefore, managers must make sound decisions on where to place one's effort.

NPS policies, as they relate to managing natural resources, require that managers implement programs to maintain, restore, and perpetuate fundamental ecological processes as well as individual species and features. Managers are directed to manage not only for individual species but to maintain all the components and processes of naturally evolving park ecosystems (U.S. Department of the Interior, National Park Service 1988). Specific NPS policy on exotic species directs park managers to give high priority to controlling and managing exotic species that have substantial impacts on park resources and that are believed to be easily managed. High priority should also be given to managing and monitoring exotic plant species that presently may not cause major impacts to park resources but have life history characteristics associated with colonizing or weedy species (Baker 1965) or are known to cause major impacts in other natural areas. Low priority should be given to species that cause little impact, are virtually impossible to control, or both.

A ranking system has been developed for resource managers to sort exotic plants within a park according to the species level of impact and its innate ability to become a pest. This information can then be weighed against the perceived feasibility or ease of control. The Exotic Species Ranking System is designed to first separate the innocuous species from the disruptive species. The separation allows researchers to then concentrate further efforts on species in the disruptive category. The system is also designed to identify those species that are not presently a serious threat but have the potential to become a threat and, thus, should be monitored closely. Finally, the system asks the park manager and the ecologist to consider the cost of delaying any action.

This handbook describes the rationale of the ranking system and its components and how to adapt the system to different situations and different areas of the country. The handbook also describes the information that is needed to apply the system, what the user should know, and how to use the system. Examples of products are given, along with suggestions of their application to management.

 


An Exotic Plant Ranking System

Why Use an Analytical Approach?

Several sound reasons exist for using an analytical approach as the basis of prioritizing exotic species. One of the basic reasons for using a decision analysis process is to get scientists involved in the decision-making process. Using a consistent and logical decision-making process prevents a biologist from compromising scientific excellence by becoming involved in environmental decisions based on incomplete information. Selecting an action alternative is similar to selecting a hypothesis. The action becomes an experimental manipulation to test the validity of the "hypothesis". A decision analysis process not only adds validity to a decision, but this process often demonstrates that inaction due to lack of complete information can have serious consequences (Maguire 1991).

If an analytical approach was not employed, decisions would most likely be based on the opinion of an individual or a group of individuals or decisions would be based on precedent. Granted, many field ecologists have a good idea of which exotic species are impacting natural ecosystem processes or impacting species composition. However, decisions based on judgment alone are rarely based on defined criteria, do not usually document the reasoning process, and give no assurance that the full array of significant factors were considered. Such decisions may suffer from personal biases and political whims. Decisions are hard to defend if challenged, and proposals for funding are hard to justify. Decisions based on precedent may be easier to defend but are not responsive to the variation in exotic species or natural system interactions over space and time. Thus, priorities set for managing exotic species based on precedent may not reflect current ecological and economic realities.

On the other hand, consistently using an analytical toot such as the Exotic Species Ranking System, can ensure that ecological knowledge is applied to the decision process and can remedy some of the problems associated with decisions based on judgment and precedent alone. An analytical framework encourages researchers to consider the full range of factors and consequences of their decisions. An analytical framework documents the procedures and the reasons for the decisions made, thus reducing the risk aversion characteristic of park managers. Decisions are defendable. Solid justification for program authorization and funding is at hand.

Origin

An earlier version of the system presented here was developed by Ron Hiebert. The system was modeled after a ranking system that was developed at Point Reyes National Seashore (Self 1986). The purpose of this system was to rank the effects of exotic species on the natural recovery of former residential sites at Indiana Dunes National Lakeshore. Hiebert (1990) observed that some exotic species were found only in severely and recently disturbed areas and seemed to have little effect on the succession process. Other exotic species were persistent but did not reproduce or spread, while others were persistent and had high rates of reproduction. Populations of some exotics were expanding within disturbed areas, while others were observed to invade surrounding undisturbed sites. Some of the most invasive and disruptive species were those with life history characteristics (high seed output, long-distance dispersal adaptations, ability to reproduce vegetatively) consistent with those related to weediness (Baker 1965). The present system was developed to support general NPS and park-specific policy, giving high priority to species causing major impacts (and are easily controlled) and giving low priority to species causing little impact (and extremely difficult to control).

Also, the system is designed to identify species that are currently rare and causing little impact but have a high potential to become a problem in the future.

The ranking system presented in this handbook has since been applied to ranking the exotic plants of Indiana Dunes (Klick et al. 1989) and six small national park system areas dominated by prairies and savannahs (Stubbendieck et al. 1992). As part of the latter, 14 plant ecologists reviewed the system. The system was modified to rank exotic plants in Olympic National Park (Olson et al. 1991) and was modified and used to rank both exotic plants and animals in the state of Minnesota (Minnesota Department of Natural Resources 1991). The system has been revised based on the above experiences and recommendations of users and expert reviewers.

Rationale For Use

The ranking system provides an ecologist or resource management specialist with a tool to sort exotic plant species based on their present level of impact and their innate ability to become a pest. Based on conscientious consideration of all the factors in the system, a person with good taxonomic and ecological skills should be able to separate those species that are innocuous from those that are disruptive or have a high potential to become disruptive. The resulting species rank can then be weighed against the ease or feasibility of control, and the urgency of action or the cost of delay in action can be determined.

For example, purple loosestrife (Lythrum salicaria) is ranked as the most disruptive exotic plant at Indiana Dunes National Lakeshore. Extensive efforts to eradicate or control its spread have not been successful. However, due to the significance of the impact, the National Park Service is funding research on its basic biology and on experimental control methods. In contrast, Scotch pine (Pinus sylvestris) is found to rarely reproduce and to cause only minor impacts throughout most of the park. Significant impacts are limited to one small prairie opening. Control is relatively simple--saw the pine down. Therefore, the park decided to eradicate Scotch pine from the prairie opening and to monitor its status in other park locations.

An example of the urgency ranking as applied is European alder (Alnus glutinosa). This species was found at or in close proximity to one razed residential site at Indiana Dunes National Lakeshore. However, the species had spread into a large, dense clone of thousands of ramets in just six years and was also reproducing sexually. The species was reported to be highly invasive and to cause major impacts in other natural areas. Therefore, the National Park Service considered quick action to be prudent.

In summary, the ranking system encourages resource managers to logically apply criteria that address the present impact of a species on ecological processes and structure and on other park resources. The ranking system also predicts the potential of a species to become a pest in the future. Normally, applying the system will greatly reduce the list of exotic species with which a park manager needs to be concerned. The decision to take management action against a species determined to be disruptive then can be weighed on the basis of the level of impact, the feasibility of successful control, and the prediction of the cost of delay in action. The information accumulated in the system's application serves as solid documentation to support management's decisions and to justify program funding.

Description

The Exotic Species Ranking System in Table 1 uses numerical ratings, is written in outline format, and is divided into two main sections: I. Significance of Impact and II. Feasibility of Control or Management. Each section is based on a scale of 100 points.


Table 1. Exotic Species Ranking System
I. Significance of Impact

A. Current Level of Impact

1. Distribution relative to disturbance regime

a. found only within sites disturbed within the last 3 years of sites regularly disturbed 10

b. found in sites disturbed within the last 10 years 1

c. found in midsuccessional sites disturbed 11-50 years before present (BP) 2

d. found in latesuccessional sites disturbed 51-100 years BP 5

e. found in highquality natural areas with no known major disturbance for 100 years 10

2. Abundance

a. number of populations (stands)

(1) few; scattered (<5) 1

(2) intermediate number; patchy (6-10) 3

(3) several; widespread and dense (>10) 5

b. areal extent of populations

(1) <5 ha

(2) 5-10 ha 2

(3) 11-50 ha 3

(4) >50 ha 5

3. Effect on natural processes and character

a. plant species having little or no effect 0

b. delays establishment of native species in disturbed sites up to 10 years 3

c. longterm (more than 10 years) modification or retardation of succession 7

d. invades and modifies existing native communities 10

e. invades and replaces native communities 15

4. Significance of threat to park resources

a. threat to secondary resources negligible 0

b. threat to areas' secondary (successional) resources 2

c. endangerment to areas' secondary (successional) resources 4

d. threat to areas' primary resources 8

e. endangerment to areas' primary resources 10

5. Level of visual impact to an ecologist

a. little or no visual impact on landscape 0

b. minor visual impact on natural landscape 2

c. significant visual impact on natural landscape 4

d. major visual impact on natural landscape 5

Total Possible = 50

B. Innate Ability of Species to Become a Pest

1. Ability to complete reproductive cycle in area of concern

a. not observed to complete reproductive cycle 0

b. observed to complete reproductive cycle 5

2. Mode of reproduction

a. reproduces almost entirely by vegetative means 1

b. reproduces only by seeds 3

c. reproduces vegetatively and by seed 5

3. Vegetative reproduction

a. no vegetative reproduction 0

b. vegetative reproduction rate maintains population 1

c. vegetative reproduction rate results in moderate increase in population size 3

d. vegetative reproduction rate results in rapid increase in population size 5

4. Frequency of sexual reproduction for mature plant

a. almost never reproduces sexually in area 0

b. once every five or more years 1

c. every other year 3

d. one or more times a year 5

5. Number of seeds per plant

a. few (0-10) 1

b. moderate (11-1,000) 3

c. manyseeded (>1,000) 5

6. Dispersal ability

a. little potential for longdistance dispersal 0

b. great potential for longdistance dispersal 5

7. Germination requirements

a. requires open soil and disturbance to germinate 0

b. can germinate in vegetated areas but in a narrow range or in special conditions 3

c. can germinate in existing vegetation in a wide range of conditions 5

8. Competitive ability

a. poor competitor for limiting factors 0

b. moderately competitive for limiting factors 3

c. highly competitive for limiting factors 5

9. Known level of impact in natural areas

a. not known to cause impacts in any other natural area 0

b. known to cause impacts in natural areas, but in other habitats and different climate zones 1

c. known to cause low impact in natural areas in similar habitats and climate zones 3

d. known to cause moderate impact in natural areas in similar habitats and climate zones 5

e. known to cause high impact in natural areas in similar habitats and climate zones 10

Total Possible = 50

II. Feasibility of Control or Management

A. Abundance Within Park

1. Number of populations (stands)

a. several; widespread and dense 1

b. intermediate number; patchy 3

c. few; scattered 5

2. Areal extent of populations

a. > 50 1

b. 11-50 ha 2

c. 5-10 3

d. < 5ha 5

B. Ease of Control

1. Seed banks

a. seeds remain viable in the soil for at least 3 years 0

b. seeds remain viable in the soil for 2-3 years 5

c. seeds viable in the soil for 1 year or less 15

2. Vegetative regeneration

a. any plant part is a viable propagule 0

b. sprouts from roots or stumps 5

c. no resprouting following removal of aboveground growth 10

3. Level of effort required

a. repeated chemical or mechanical control measures required 1

b. one or two chemical or mechanical treatments required 5

c. can be controlled with one chemical treatment 10

d. effective control can be achieved with mechanical treatment 15

4. Abundance and proximity of propagules near park

a. many sources of propagules near park 0

b. few sources of propagules near park, but these are readily dispersed 5

c. few sources of propagules near park, but these are not readily dispersed 10

d. no sources of propagules are in close proximity 15

C. Side Effects of Chemical/Mechanical Control Measures

1. control measures will cause major impacts to community 0

2. control measures will cause moderate impacts to community 5

3. control measures will have little or no impact on community 15

D. Effectiveness of Community Management

1. the following options are not effective 0

2. cultural techniques (burning, flooding) can be used to control target species 5

3. routine management of community or restoration or preservation practices (e.g., prescribed burning, flooding, controlled disturbance) effectively controls target species 10

E. Biological Control

1. biological control not feasible (not practical possible, or probable) 0

2. potential may exist for biological control 5

3. biological control feasible 10

Total Possible = 100

Urgency

1. Delay in action will result in large increase in effort required for successful control. High

2. Delay in action will result in moderate increase in effort required for successful control. Medium

3. Delay in action will result in little increase in effort required for successful control. Low



I. Significance of Impact is further divided into A. Current Level of Impact and B. Innate Ability of Species to Become a Pest. Stubbendieck et al. (1992) considered a species with a combined score of over 50 points for significance of impact to be seriously disruptive and needing appropriate attention. Species receiving high scores for feasibility of control will be easier to control than those receiving lower scores. A step-by-step description of the system follows.

I. Significance of Impact

II. Feasibility of Control or Management

Urgency: After the species are ranked according to their level of impact and feasibility of control or management, the exotic species that demands the most attention should be addressed first. The cost of delaying an action either financially or in impact to the natural resources of the park is a good criterion to use in making this often difficult decision.


How to Use the System

Work will be conducted both in the field and in the library. Individuals using the Exotic Species Ranking System must have training in biology because the system requires interpreting specific biological information on each species in the field as well as in the literature. A working knowledge of plant taxonomy is required to properly identify species in the field. Identification may be difficult for the less trained because some of the exotic species are members of genera containing native species as well, and proper separation may be made on relatively fine differences between plants.

The first step in using the Exotic Species Ranking System is to inventory the exotic plant species. Names of plant species should be assembled from (1) species lists and research reports for the park, (2) the catalog of specimens from the park herbarium, and (3) a preliminary field survey of the vegetation. Each species on the completed list should be checked in references, especially the flora for the area, to determine if a species is native or exotic.

The second step is to conduct an intensive survey of the park. The survey should include the location and extent of populations of each exotic species. The information obtained in this survey will be used to complete Current Level of Impact (I.A.), a portion of Innate Ability of Species to Become a Pest (I.B.), and Abundance within Park (II.A.) Usually, two surveys are required. One survey should be conducted in late spring when most cool-season species are flowering, and the second should be conducted in late summer to correspond with flowering of warm-season species. The extent and number of populations should be drawn on a map during the survey. The map will be important for managers to locate exotic species for continued monitoring and future control.

The third step is a comprehensive search of the literature for information on the ecology, biology, and control methods for each exotic species. Information from this part of the process will be used for a portion of Innate Ability of Species to Become a Pest (I.B.) and the majority of II. Feasibility of Control or Management. Computer data bases in most libraries simplify the search procedure. Key words for the search should include the scientific and common names for each species. Not all of the articles will be applicable, but the computer-generated titles and abstracts generally will indicate whether the complete article should be located. The most commonly used journals are listed in Appendix A. Making photocopies of the article for both the ranking process and to place in the files for future reference may be helpful. Unfortunately, the amount of information in the literature varies considerably with the species. For example, articles on common exotic species such as Kentucky bluegrass (Poa pratensis) are abundant. Many of the articles are related to turf and turf grass management and have essentially no value for the ranking process. Considerable time is required to separate articles with useful information from the available literature. On the other hand, the literature contains few articles on less abundant exotic species. Occasionally, ranking an individual species may be difficult because not enough information can be located. For example, no reference may be available that contains few articles on less abundant exotic species. Occasionally, ranking an individual species may addresses the length of time seeds remain viable in the soil. The person ranking the species may then need to investigate seed bank ecology of other species within the genus or make a decision based on seed morphology.

An additional source of information may be the element stewardship abstracts prepared by The Nature Conservancy. These comprehensive abstracts are available for some of the common species.

The next step of the process is to complete the Exotic Species Ranking System Data Summary Form (see Appendix B for a blank form) for each species by bringing together all of the information that has been gathered in the previous three steps. The person conducting the ranking should read each step of the Exotic Species Ranking System outline in Table 1 and, based on information gathered, select the appropriate numerical value That value is placed on the Data Summary Form.

An Example: Pipestone National Monument

Intensive exotic species surveys at Pipestone National Monument in Minnesota were conducted during 1989-91. Over 70 exotic species were located and ranked using the Exotic Species Ranking System (Table 2); 11 species were ranked as being highly disruptive (a total of 50 or more points for I. Significance of Impact). These results show that a relatively low proportion of the exotic species will be highly disruptive. None of the highly disruptive species was classified as being easy to control (Figure 1).

Of the 11 highly disruptive exotic species, feasibility of control of quackgrass (Agropyron repens) scored the least (16), while feasibility of control of white sweetclover (Melilotus alba) scored the greatest (48). Based on knowledge of the individual exotic species, control of only Canada thistle (Cirsium arvense) was considered to be urgent.

Canada Thistle

A Data Summary Form for Canada thistle at Pipestone National Monument is presented in Table 3. The data summary in Table 3 may be compared to the outline of the Exotic Species Ranking System in Table 1 to see how Canada thistle was evaluated for each step.

Species Abstract

An additional product that may be obtained from the Exotic Species Ranking System is an abstract for each important species. Generally, important species are those ranked as highly disruptive (a total of 50 or more points for I. Significance of Impact). An outline of the format for a species abstract may be found in Table 4. An example of a species abstract prepared for Canada thistle is in Appendix C.

Table 2. Ranking of exotic species (arranged alphabetically) at Pipestone National Monument.[Table 2 (in table format)]

 


Figure 1. Plot of level of impact vs. feasibility of control for exotic plant species at Pipestone National Monument, Minnesota. [Figure 1 (Graphic)]

Adaptability

The system presented in this handbook was designed to rank exotic plants in parks and natural areas in the Midwestern states with medium-to-high productivity and fairly rapid successional rates. However, the system is designed to be adaptable for different biogeographical areas or groups of organisms, or to be applied at various scales. To adapt the system to different biogeographical areas, the time scale for disturbance regimes can be modified as appropriate. The system was adapted to rank plants and animals at a statewide scale by the state of Minnesota. This ranking was done by the Minnesota Department of Natural Resources. The Minnesota task force applied the system to plants and animals, including birds, mammals, fish, reptiles, amphibians, insects, mollusks, and crustaceans. Rather than use the methods presented here for a single park or natural area, the task force applied them on a statewide basis using averages per county for the abundances ratings.


Table 3. Completed Exotic Species Ranking Summary Form for Canada Thistle (Cirsium arvense).

Exotic Species Ranking System

Data Summary Form

Park: Pipestone National Monument		Species: Cirsium arvense

Significance of Impact:

Current Level of Impact (50) 19

Innate Ability to Become a Pest (50) 40 Total (100) 59

Feasibility of Control: Total (100) 17

Urgency: High

I. Significance of Impact:

A. Current Level of Impact

1. Distribution relative to disturbance regime (10, 1, 2, 5, 10) 2

2. Abundance

a. number of populations (1, 3, 5) 3

b. areal extent of populations (1, 2, 3, 5) 1

3. Effect on natural processes and character (0, 3, 7,10, 15) 7

4. Significance of threat to park resources (0, 2, 4, 8, 10) 4

5. Level of visual impact to an ecologist (0, 2, 4, 5) 2

Total (50 possible) 19

B. Innate Ability of Species to Become a Pest

1. Ability to complete life cycle in area of concern (0, 5) 5

2. Mode of reproduction (1, 3, 5) 5

3. Vegetative reproduction (0, 1, 3, 5) 5

4. Frequency of sexual reproduction (0, 1, 3, 5) 5

5. Number of seeds per plant (1, 3, 5) 5

6. Dispersal ability (0, 5) 5

7. Germination requirements (0, 3, 5) 0

8. Competitive ability (0, 3, 5) 5

9. Known level of impact in natural areas (0, 1, 3, 5, 10) 5

Total (50 possible) 40

A + B (100 possible) 59

II. Feasibility of Control or Management

A. Abundance Within Park

1. Number of populations (1, 3, 5) 3

2. Areal extent of populations (1, 2, 3, 5) 3

B. Ease of Control

1. Seed banks (0, 5, 15) 0

2. Vegetative regeneration (0, 5, 15) 0

3. Level of effort required (1, 5, 10, 15) 1

4. Abundance and proximity of propagules (0, 5, 10, 15) 0

C. Side Effects of Chemical/Mechanical Control (0, 5, 15) 5

D. Effectiveness of Community Management (0, 5, 10) 0

E. Biological Control (0, 5,10) 5

Total (100 possible) 17

Urgency: High





Table 4. Outline of a Species Abstract
Park (full name and abbreviation)


Scientific Name (with authority)


Synonyms (if any)


Common Name(s)


Urgency Ranking


Overall Ranking


Significance of Impact

Feasibility of Control or Management

Taxonomic Description:

Biology and Ecology:


Distribution:

Control:


References:


Local Control Experts: